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920 Cassatt Road Suite 202, Berwyn, PA 19312 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2020-03-20 |
| TX | RA | APPROVED | 2020-03-20 |
Branch Locations
1907 Wayzata Blvd 3Rd Floor, Wayzata, MN 55391 • United States
920 Cassatt Road Suite 202, Berwyn, PA 19312 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thrivent Investment Management Inc | St Louis Park | MN | 04/2007 | 03/2020 |
| Thrivent Financial For Lutherans | Appleton | WI | 04/2007 | 03/2020 |
| Great Valley Advisor Group | Wilmington | DE | 03/2020 | Present |
| Millstone Wealth Management | St. Louis Park | MN | 03/2020 | Present |
GROVES ACADEMY POSITION: Board Member NATURE: Independent day school specifically serving children in grades 1-12 who have learning disabilities or attention disorders. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2014 ADDRESS: 3200 HWY-100 S, St Louis Park MN 55416 DESCRIPTION: I'm part of 9 member finance committee for Groves Academy. Primary duties are to approve budgets and financial forecasting. We also review the endowment funds managed by Wells Fargo.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-04-27 |
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